Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
144 results found
-
app
App needs MAJOR improvements..... Can't scroll on calendar to see day's appts./tasks; can't assign to more than one person; app just looks old/outdated/can't keep up; newly added calendar items appear on desktop computer at different times than what I put into the app. I could go on and on. Needs overhaul!
1 vote -
ip restriction
Hello, United Planners would like to have the ability to add/remove IP Restrictions within the User Interface.
1 vote -
MailChimp Birthday Export
Hi,
Our office is using MailChimp. The Redtail feature to export Names/Emails is very helpful. However, we wish it sent out the birthday as well. This way we can run automated birthday emails without having to manually enter client birthdays within our Mailchimp account directly.
Can this be done?
Thanks
1 vote -
Role assignments
Be able to assign roles to Redtail users. Essentially assign "Adviser", "Relationship Manager", "Consultant", etc to the redtail user - totally separate from the Contact Record. Just be able to add a new RedTail User and assign them a Role in their account! Thanks, Team-RedTail!!!!
4 votes -
Instead of adding random new integrations- spend time improving the existing ones
There are countless user requests regarding enhancing existing integration features with very little movement over the past few years. However, Redtail seems to spend ample time adding more integrations. Please dedicate time to making existing onces more valuable as we have been begging you to do for years.
9 votes -
IMAGING
When I create a new folder in imaging, please allow ability to merge to CRM contact at that time. Instead of having to create and then scroll down or search for and then have to merge to CRM contact.
15 votes -
General request for integrrations.
I recently completed the Redtail survey and neglected to add this suggestion at the end of the survey. One "thing" that would enhance the value of Redtail CRM to my practice would be to improve the integration with the other core applications that we use, namely Microsoft 365, Morningstar Office and NaviPlan. To the extent that you can automate the use of and sharing of information among those three applications you make Redtail more important.
9 votes -
In Speak, message multiple employees at once.
It would be useful to be able to start a message thread in Speak with multiple employees at once instead of only having public rooms and 1:1 messaging. Slack easily supports this feature, for example. We've been emailing as a workaround for this, but it would be great to have it in Speak instead!
7 votes -
Family names
It would help improve efficiency to be able to tag a family name in an activity, note, or opportunity. Currently you must tag each individual involved. For example John Doe has to be tagged and so would Jane Doe. If we were able to select "Doe, John & Jane" from a family name category information could post on both client cards and save time in searching for the spouses name.
33 votes -
CRS FORM
in regards to the following being inside the accts info::
Best Interest Dates
CRS Date Sent
CRS Date SignedI questioned our Broker Dealer if we only had to leave these forms when business was written. My reply back from the BD was :: Please see below for what is required. Please let me know if you have any additional questions.
1) The advisor is required to keep track of when they provide the form CRS to clients and prospects alike.
2) This requirement is for any registered rep productWe are only required to leave one per client no…
15 votes -
Double Click to Edit Existing UDF Fields
We use several custom UDF fields and it would save time if we could double-click the field to edit the text, rather than using the drop down menu to select Edit and make changes that way. We also use fields with multiple values, so it would be nice to have those values show when we double-click, rather than selecting Edit.
9 votes -
Form CRS Tracking at the Contact Level instead of Account Level
I looked over and read your release notes about the tracking of Form CRS in Retail and I think that it is in the wrong place. We were under the impression that the form has to be given at the time of the recommendation whether the contact works with us or not. Only being able to track the form under an account does not capture the full scope of what is needed. I would suggest putting this in the Misc Info tab or making a new tab only for Reg BI. We would still need to be able to export…
48 votes -
Dictation directly into Redtail
Dictation directly into Redtail would definitely be an uptick. There are a couple of closed suggestions showing that this has been completed, but my understanding after corresponding with Redtail support is that this is NOT a current feature. Please look into this. It is a feature available with Microsoft office and it would be extremely beneficial o dictate notes and tasks without having to use a third-party source. It takes at least 24 hours before Redtail notes are transcribed.
22 votes -
Change "Sign into your Redtail Account" to "Sign in to your Redtail Account"
Change "Sign into your Redtail Account" to "Sign in to your Redtail Account."
"Sign in" is a phrasal verb. As written, part of the verb is connected as one word to a preposition.
Also change "Logout" (a noun) to "Log out" (a phrasal verb).
1 voteThis suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
A-Z list
Contacts - please add A-Z listing (A B C D...) at the top of each page while in contacts and navigating contacts. If you are in a client record "Jane Doe" and now you need to go over to client "John Hancock" it would be nice to go to the top of the page and just click H, rather than click on contacts, and now click on Contacts A-Z, then click on H. Since adding the new Favorites feature it is now 3 clicks to get to a contact record.
10 votes -
flock
An integration with Flock inner-office chat and teams would be so helpful in our office!! We use it for service requests (because we can voice memo instead of type) and would love for those to automatically be copied to client contact records in notes!
4 votes -
Invite multiple clients at once to Speak
Being able to invite multiple clients to Speak at once would be very helpful! If we want to invite, say, all of our "A" clients to communicate via Speak, we currently have to go through and manually invite every one one at a time, which is a huge pain and very time consuming! We should be able to select multiple clients at once or select a tag group and invite them all at once since we can only have one invitation message anyway.
32 votes -
Search
2 bugs have turned up in Search results since the update a week or so ago, both involving contacts that share a name:
1. If one Contact's first name is the same as another's nickname and they share a last name, searching the Nickname + Last Name will bring up only one record. E.G. Betty "Sue" Smith and Sue "Jean" Smith. Searching Sue Smith will only bring up Sue Jean. Formerly results would show both for you to choose.- Clicking on the first record in a search so that you can click through the records using Next/Prev -- once you…
4 votes -
retriever cloud
Retriever Cloud is a great feature, however, most places of business use a business email account for example Microsoft exchange office 2019 when enrolling with Retriever cloud feature the only option is to have a Hotmail account. Yes, I can temporarily set up a new Hotmail account and not necessarily use it. Too many additional steps to take for a simple sync. If there is a way to expand the sync, using other Microsoft applications this would be a smooth process.
4 votes -
orion integration field mapping for two way integration
Under the current Orion Household <-> Redtail two-way sync integration, the first name field of the Orion Household links to the first name field of the primary Redtail contact. This is not ideal. The "equivalent" of the Orion Household name is the Redtail Family Name.
For example, assume John Doe is married to Jane Doe. Both are contacts in Redtail and and are joined together under the same family name in Redtail. Each John & Jane have separate IRA accounts in a Household group in Orion.
In Orion, the first name of the household has been set to "John &…
25 votes
- Don't see your idea?